One of the benefits of physical books is that you can see the titles right on your bookshelf. No need for any electronics or power cables or scrolling. I enjoy picking up a copy of something I’ve read before and looking at my old notes and highlights. Sometimes I end up rereading a portion or an…

Monex Activist Forum May 19, 2019 Belle Salle Akihabara background: Monex Group (Tokyo: 8698; best known for its eponymous online securities brokerage in Japan and TradeStation in the U.S.) hosted the activist investor forum — focused of course on investing in Japan — and its choice of venue was wise in terms of it having…

Book of Value: The Fine Art of Investing Wisely (2016, Columbia Business School Publishing) by Anurag Sharma is a must-read and keeper for value investors. I took far more notes than are written below, but I think you’ll get a sense of the value the book offers from these notes. In addition, where appropriate I tried…

I was pleased to see that Morgan Housel of Collaborative Fund included a couple of investing books within his “23 Books That Changed My Life” (May 12, 2017) that I happened to have on my shelf. John Train’s Famous Financial Fiascos is one of them. I serendipitously found several Train books at the Friends of S.F. public…

Peak: Secrets from the New Science of Expertise by Anders Ericsson A brief summary of notes I jotted down and compiled on the quick for future reminders: Really appreciative once again how in one book, one can learn an author’s findings (what and how they want to share it) from a lifetime (in this case)…

The Uguisu Value newsletter has ended — the last issue was published in summer 2016. A lot of interesting investment opportunities (equities) continue to be available in Japan. I have no change in plan with the 20-hole punch card approach with the deep under-valuations featuring profitable companies with sound balance sheets; time horizon arbitrage. There…

Looking for Japanese smaller cap stock ideas? The Q2 edition of Uguisu Value publishes this weekend [update: published May 14]. If you’re new to my website or if you’ve been considering subscribing, now is a timely opportunity to receive updates on the 5 best ideas published to date and 3 new watch-list ideas. For important background on the newsletter see this newsletter…

Check out Oddball Stocks for details of a book about investing in banks in the works that Nate Tobik is co-authoring. A sample chapter (about whether bank stocks are risky) is available there for download. I enjoyed it and highlighted the following, which supports a couple of key points the authors make in the chapter about investment…

Update 31 Jan. 2016: The first 2016 edition of Uguisu Value has been published and emailed to subscribers. See latest details in original post below. Note also the new one-time subscription offer for investors that would like to gain access to the current issue featuring a net-net and the three other issues from 2015 (the maiden issue has since been…

*Update 10/31: The fourth and final 2015 issue of Uguisu Value published for subscribers’ review over the weekend ahead of the market open in Tokyo (on Monday, November 2nd).   Previously on 10/7 and 10/15: Many friends, family members and colleagues agree that 2015 has been flying by and somehow mid October is already just…